Welfare broker

JEFFREY FALLICK

Mailing address (most recent filing)

200 GALLERIA PARKWAY

SUITE 1950

ATLANTA, GA 30339

Total comp: $95K
Commissions: $85K
Fees: $10K
Filings: 4
Sponsors: 4

Carrier mix

Where JEFFREY FALLICK places premium. Concentrated in 1-2 carriers = captive distribution; spread across many = open-architecture broker.

BLUE CROSS OF CALIFORNIA100.0%

Top carrier partners

Carriers ranked by plan count placed.

Carrier	Plans	Premium	Share
BLUE CROSS OF CALIFORNIA	2	$2.5M	100.0%

Top states · with penetration index

Plan count by state. Index > 1.0means over-indexed vs the broker's national share.

State	Plans	Premium	State share	Index
ID	2	$2.5M	0.5%	265.01x

Top industries by premium

NAICS-2 sectors where this broker places the most welfare premium.

Sponsor-size mix

Plan count by total participants. Reveals whether this broker is a mid-market player or jumbo-employer specialist.

Broker compensation as % of premium

Distribution of JEFFREY FALLICK's plans by broker comp / premium ratio. Median 4.87% vs welfare-wide median 6.29% (n=2).

Prospect-flag exposure · vs market baseline

Share of JEFFREY FALLICK's book where each ERISA welfare flag is tripped, alongside the market-wide rate.

1-2 of 2 sponsors where JEFFREY FALLICK is the primary broker (latest filing per plan)

Sponsor	Loc	Premium	Comp	Carrier
QUALITYLOGIC QUALITYLOGIC HEALTH AND WELFARE WRAP PLAN	ID	$1.0M	$65K	BLUE CROSS OF IDAHO HEALTH SERVICE INC.
IDAHO COLLEGE OF OSTEOPATHIC MEDICINE, LLC IDAHO COLLEGE OF OSTEOPATHIC MEDICINE, LLC SALARY REDUCTION PLAN	ID	$1.4M	$51K	BLUE CROSS OF IDAHO